Account Onboarding & Operations Specialist

Bank of America; Jacksonville (FL); On-site; USD 34,000 - 37,000; Full time

Job summary

Bank of America in Jacksonville, FL is seeking a detail-oriented Accounts Operations professional to support onboarding and maintenance of client accounts. The role emphasizes accurate documentation, effective client communication, and strong teamwork.

You will handle inquiries across channels, review documentation for compliance, and assist with risk assessment in a fast-paced, 40-hour workweek. This position fits an in-office environment with dedicated collaboration and process-focused

Qualifications

• Experience evaluating highly detailed client provided documents for accuracy, completeness and compliance with specific requirements to approve completion of work.
• Experience following standard operating procedures, finding errors and working with partners to resolve issues.
• Experience interacting with partners via phone and email.
• Experience using Microsoft Outlook for email.
• Ability to work with and manipulate data using Microsoft Excel to track results.
• Ability to apply knowledge to improve processes.

Responsibilities

• Performs onboarding and maintenance of accounts and reviewing required account documentation.
• Responds to client inquiries via numerous channels to support operational efficiency and quality client service
• Performs basic research, follow‑up and resolution of routine research requests
• Identifies potential issues in daily operational tasks and escalates risk concerns, as appropriate
• Provides general operational support including handling inbound calls, mail sorting, and mail distribution
• Reviews and approves required account documentation

Skills

Account Management

Customer and Client Focus

Oral Communications

Research

Attention to Detail

Collaboration

Written Communications

Prioritization

Recording/Organizing Information

Result Orientation

Numerical Reasoning

Job description

Bank of America in Jacksonville, FL is seeking a detail-oriented Accounts Operations professional to support onboarding and maintenance of client accounts. The role emphasizes accurate documentation, effective client communication, and strong teamwork.

You will handle inquiries across channels, review documentation for compliance, and assist with risk assessment in a fast-paced, 40-hour workweek. This position fits an in-office environment with dedicated collaboration and process-focused